Tested on a real QuickBooks account
Meet Sherlock,
the detective who finds your lost customers
Connect your QuickBooks. Sherlock scans every customer and invoice to find high-value clients who stopped ordering — then helps you bring them back.
Read-only access · No credit card · Takes 60 seconds
Powered byQuickBooks Online·Claude AI·One-time credits · No subscription
How Sherlock Works
From QuickBooks to campaign-ready in minutes
Sherlock does the detective work. You close the deals.
01
Connect QuickBooks
One-click OAuth. Read-only access. Sherlock never modifies your data.
02
Sherlock Investigates
Every customer and invoice is scanned. Sherlock finds who stopped ordering and how much they spent.
03
Unlock & Export
Use credits to unlock full contact details. Download a campaign-ready Excel spreadsheet.
04
Win Them Back
Sherlock drafts personalized re-engagement emails. Pick a template, edit, and send.
See Sherlock In Action
Watch Sherlock solve a real case
A QuickBooks account with 1,250 customers. 9 lapsed. Nearly $40,000 in revenue at risk.
The Evidence
One scan. One QuickBooks account. $662K found.
A medical scrubs retailer connected their QuickBooks and Sherlock got to work.
1,250
Customers scanned
20,859
Invoices analyzed
136
Lapsed customers found
$662K
Revenue at risk
Read-only access
Sherlock never modifies your QuickBooks data. Disconnect anytime.
AI-written emails
Personalized re-engagement emails with industry templates — General B2B, Medical, Construction, Food Service.
Campaign tracking
Track each customer: Draft, Replied, Won, or Bounce. See your recovery funnel in real time.
Excel export
Download your full lapsed customer list with names, emails, spend history, and inactivity period.
CASL compliance
Sherlock flags customers with expiring CASL consent so you stay compliant.
Smart filters
Filter by inactivity period, minimum order value, and exclude specific customers.
Put Sherlock on the case
Connect your QuickBooks and see what Sherlock finds. The audit is free.
Try Free Audit →Read-only access · No credit card · Takes 60 seconds
FAQ
Common questions
Get Started
Put Sherlock on the case
Connect your QuickBooks and see what Sherlock finds. The audit is free.
Free Audit
See your lapsed customers and revenue at risk before spending anything.
60 Seconds to Connect
One-click QuickBooks OAuth. Sherlock starts investigating immediately.
No Subscription
Buy credits once. They never expire. No recurring charges.
Prefer a Call?
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